+20.4%
CLF vs ARKK
-6.7%
+27.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.2% |
| 7D | +10.4% | -0.6% | +11.0% | +10.7% |
| 30D | +0.6% | -11.2% | +11.8% | +6.6% |
| 3M | +4.1% | -9.2% | +13.3% | +9.2% |
| 6M | +15.1% | -3.9% | +19.0% | +16.6% |
| YTD | -4.7% | -2.5% | -2.2% | -5.5% |
| 1Y | +20.4% | -2.7% | +23.1% | +19.3% |
| All | +20.4% | -6.7% | +27.1% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ARKK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling